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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,230 | $90,489-89.8% | $76,051-87.9% | $145,978-93.7% |
| Participation rate | 79.2% | 74.5%+4.7pp | 69.1%+10.1pp | 80.3%-1.1pp |
| Annual return | 12.31% | 622.78%-610.5pp | 360.42%-348.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,292 | $3,319-61.1% | $2,690-52.0% | $4,662-72.3% |
| Participant deferral / active EE | $2,058 | $5,164-60.2% | $4,257-51.7% | $6,690-69.2% |
| Admin fee / account holder | $581 | $8,374-93.1% | $6,416-90.9% | $13,400-95.7% |